IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,263
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$14.2M
3
+$11.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$10.3M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$8.5M

Top Sells

1
+$59.4M
2
+$15.4M
3
+$10.7M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$7.68M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$7.08M

Sector Composition

1 Technology 11.13%
2 Consumer Discretionary 4.55%
3 Financials 3.68%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIX icon
626
Comfort Systems
FIX
$45.5B
$744K 0.02%
778
+5
USB icon
627
US Bancorp
USB
$83.2B
$743K 0.02%
13,918
+1,312
LSAT icon
628
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$59.9M
$742K 0.02%
19,096
+366
BUG icon
629
Global X Cybersecurity ETF
BUG
$843M
$739K 0.02%
24,258
+3,392
CASY icon
630
Casey's General Stores
CASY
$25.1B
$738K 0.02%
1,335
+58
GSK icon
631
GSK
GSK
$110B
$736K 0.02%
15,010
+188
VOOG icon
632
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$732K 0.02%
1,646
-141
CYBR
633
DELISTED
CyberArk
CYBR
$731K 0.02%
1,638
+158
ESGU icon
634
iShares ESG Aware MSCI USA ETF
ESGU
$15.5B
$730K 0.02%
4,899
+13
ARKG icon
635
ARK Genomic Revolution ETF
ARKG
$1.18B
$727K 0.02%
25,085
-10,699
ADSK icon
636
Autodesk
ADSK
$55.4B
$725K 0.02%
2,450
+406
CHI
637
Calamos Convertible Opportunities and Income Fund
CHI
$901M
$724K 0.02%
69,075
+27,395
STX icon
638
Seagate
STX
$79.9B
$724K 0.02%
2,629
+274
SCHW icon
639
Charles Schwab
SCHW
$169B
$723K 0.02%
7,231
-257
IMCG icon
640
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
$720K 0.02%
9,014
DES icon
641
WisdomTree US SmallCap Dividend Fund
DES
$1.98B
$719K 0.02%
21,494
+64
FAPR icon
642
FT Vest US Equity Buffer ETF April
FAPR
$989M
$714K 0.02%
16,066
USMF icon
643
WisdomTree US Multifactor Fund
USMF
$373M
$710K 0.02%
13,852
+452
LEN icon
644
Lennar Class A
LEN
$25.8B
$707K 0.02%
6,874
-17
AMT icon
645
American Tower
AMT
$87.8B
$706K 0.02%
4,023
-1,817
INFL icon
646
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$705K 0.02%
15,859
+900
DOV icon
647
Dover
DOV
$28.8B
$702K 0.02%
3,598
+556
GPIQ icon
648
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$3B
$697K 0.02%
13,175
+1,454
PAYX icon
649
Paychex
PAYX
$34.9B
$697K 0.02%
6,210
-2,254
POCT icon
650
Innovator US Equity Power Buffer ETF October
POCT
$1.06B
$695K 0.02%
15,771
-12,219
24 25
26
27 28